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The thesis behind this is that the recovery outside of the US is very much underappreciated. The economic data that is coming out of Europe is surprising on the upside. A way to rotate out of the US.
He loves this. 300 of the most liquid and largest chines shares. China has all the things you want to see as a global investor. Low valuation, cutting taxes, easing monetary policy.
He loves this. 300 of the most liquid and largest chines shares. China has all the things you want to see as a global investor. Low valuation, cutting taxes, easing monetary policy.
This one has been beat up. It’s hard to get income around the word. This ETF has an yield of over 8%. He thinks it is good timing. Relative to high yield bond markets in the US, it offers better risk/return metrics.
This one has been beat up. It’s hard to get income around the word. This ETF has an yield of over 8%. He thinks it is good timing. Relative to high yield bond markets in the US, it offers better risk/return metrics.
The thesis behind this is that the recovery outside of the US is very much underappreciated. The economic data that is coming out of Europe is surprising on the upside. A way to rotate out of the US.